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SaraEl
SaraEl
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  •  in Workfront Ideas 7/11/18
    Use case 1: We want to leverage the Business Case and Portfolio Optimizer on requests as well as projects to determine whether requests should be approved. Use case 2: We want to use custom fields AND the business case. We use a request to solicit required custom fields. This request prevents us...

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    Ideas

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    991

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    50

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    11
  • Does anyone know if there is a central place to establish and store column rules for a field that can then be reused across many reports and views? I know that we can copy and paste the text mode code from one place to another but was wondering if there is a native capability available. The use case...

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    Questions

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    377

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    0

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    4
  • Hey Workfront Community! Is it possible to build a side by side expense report in which you can get multiple years side by side (see mock up below). If so, can someone help me with the report/chart selections. Thanks in advance, Sara SARA ROTHKOPF Marriott International

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    Questions

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    310

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    0

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    3
  •  in Workfront Ideas 2/16/18
    I would like the ability to follow certain people on the Community and the Idea Exchange to get alerts when they post. For example: 1) Workfront users/admins who appear to be tackling similar problems to my organization and 2) Workfront product team members posting to the Community or Idea Exchang...

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    Ideas

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    100

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    1

    Replies

    0
  •  in Workfront Ideas 12/18/17
    We would like the ability for project owners to be able to tag a task as a milestone for tasks that may be specific to the project and give them flexibility to define their own milestones based on what the work dictates. This will then enable us to report on the key milestones by project in a meani...

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    Ideas

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    169

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    16

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    1
  •  in Workfront Ideas 11/9/17
    It would be great if we could "zoom out" the resource scheduling view to see the data by week and month. Resource scheduling by day is too granular for our PMs. Feedback from our users is that it is daunting and too much work to schedule by day. Our organization is not managing people's time down ...

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    Ideas

    Views

    419

    Likes

    15

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    5
  •  in Workfront Ideas 11/9/17
    It would be great if we could save off a set of filters for a report to reuse them on other reports. The use case is that once we identify the criteria (sometimes upwards of 5-6 things) they then need to be applied to all reports. It would be great if I could save off the criteria as a package and...

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    Ideas

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    129

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    11

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    0
  •  in Workfront Ideas 11/3/17
    It would be great if the name of the grouped field did not appear in reports. It is distracting to see the field names and then the value. Removing the field name will make reports MUCH cleaner and improve the experience for our executives reading the reports.

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    Ideas

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    166

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    18

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    1
  •  in Workfront Ideas 10/10/17
    It would be helpful to have the ability to build a base report with specific filter criteria that could then have a variety of views (columns for different audiences) for different dashboards. Today we have to build separate reports for each dashboard and if a filter criteria changes, we have to u...

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    Ideas

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    142

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    8

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    1
  •  in Workfront Ideas 10/4/17
    It would be very helpful if we could create a library of custom prompts that can be reused. Today, each is created manually on a report and if a drop down value changes, it needs to updated on each prompt uniquely. It would help if we could create them once and place them on reports and maintain t...

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    Ideas

    Views

    172

    Likes

    13

    Replies

    1
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